After creating your new SafariDesk account, follow the steps below to get started:
Step 1: Access the “Get Started” Menu
Once you’re logged in, look at the top navigation bar and click on “Get Started”.
Step 2: Open User Management
From the top menu, click User Management.
Step 3: Select “Agents”
In the dropdown menu under User Management, select Agents.
Step 4: Create a New Agent
A new page will open this is your Agents Management Page.
Here, click on “Create Agent” 
Step 5: Create and Assign Agents to Departments
Fill in the required details in the form with the Agent’s information.
Select the department(s) you want the agent to have visibility of, and then click Create Agent.
The agent will automatically receive an email invitation at the address you entered, allowing them to log in and access SafariDesk.
You can assign agents to departments by clicking the department icons next to their names.
SafariDesk includes a set of default departments to help you get started, and you can edit or add new ones anytime to fit your business needs.
✅ Next Steps:
Once your agents are created and assigned, you can begin setting up ticket routing, roles, and permissions to tailor SafariDesk to your workflow.
Need Help?
If you run into any issues or have questions while setting up your account, our support team is happy to help!
Please reach out to us at [email protected].